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Touchstone Investments is an asset management firm that distributes a multi-manager lineup of actively managed mutual funds and ETFs. It partners with institutional subadvisers to offer equity, fixed income and alternative strategies to financial advisors and their clients. The firm is headquartered in Cincinnati, Ohio, and is a member of Western and Southern Financial Group.

Overview

The sales internship provides a hands-on experience with various assignments within the Enterprise Engagement Center (EEC), including internal sales, data, research, and technology. Responsibilities include working in our CRM, campaign tracking, technology testing, and working with our sales team on lead generation. In addition, the intern will receive training in sales, product development, and other areas of the Enterprise Engagement Center. Finally, as a part of Western & Southern Financial Group, the intern will participate in virtual and on-campus internship activities, which will help them develop their skills and network across the enterprise.

Responsibilities

What you will do:

  • Lead or participate in various projects or initiatives, working with EEC tools to help enhance the sales experience for both sales associates and external clients.
  • Campaign/event tracking: work in EEC's CRM and Excel to track post activity and promptly report impact to sales management.
  • Project SME: work closely with the EEC leadership team to help plan, test, implement, and measure the success of department projects.
  • Job Shadow EEC associates in each department (Sales, Service, SOS, and Operations).
  • Obtain EEC Sales product training through eTalent and side-by-side observations.
  • Master client account profiling and positioning products and services for tailored leads.
  • Become proficient with various presentation styles to educate future new hires and interns of the EEC department.
  • Assist with the implementation of effective processes and procedures for completing and improving work.
  • Actively participate in department meetings, activities, and initiatives.
  • Enroll and complete Integrity Selling, Art of The Interview, Personal Branding, and other valuable career add-ons.
  • Performs other duties as assigned.
  • Complies with all policies and standards.

Qualifications

  • College - Rising Junior or Rising Senior. - Preferred
  • Stated preference for a career in sales. -
  • Strong organizational and problem-solving skills. -
  • Excellent verbal and written communication skills. -
  • Good time management and organizational skills. -
  • Ability to work in a team setting, multitask, and manage priorities. -
  • Be able to work independently and be a self-starter. -
  • Candidate must have completed their sophomore year of college. -
  • Computer skills in MS Word & MS Excel. -

Work Setting/Position Demands:

  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects/events.

Travel Requirements:

  • None
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